Ejaaz

Thread Guy × Ejaaz

Ejaaz has shifted from expecting an imminent AI crash to believing geopolitical competition with China will keep funding compute, energy, and robotics despite unclear near-term returns.Reported costs of $4.6 million for Kimi K2 Thinking versus rumored $2.4 billion for GPT-5, alongside oversubscribed GPU clouds, challenge brute-force scaling and the stranded-chip bear case; watch for falling purchases or genuine excess capacity.